below to create an Online Migration Profile.
From the Home tab, in the Profile Manager group, click Profile Settings. The Profile Settings tab appears.
On the Profile Settings tab, in the Plan Mode group, select Online Mode. From the Profile Settings tab, under the Profile/Sub-profile group, click New. Enter a profile name in the pop-up window and click OK.
Select the Migration Options from the left-hand pane. Select a Migration Options Sub-Profile from the drop-down list. For details about this section, refer to Migration Options.
Select the Filter Options from the left-hand pane and select a Filter Policy from the drop-down list. Or click New Filter Policy from the drop-down list to create a new filter policy. For details on creating a filter policy, refer to Creating and Editing Filter Policies.
Select the Mapping Options from the left-hand pane. Select a Mapping Options Sub-Profile from the drop-down list. For details about this section, refer to Mapping Options.
Select the Advanced Options from the left-hand pane and configure the Dynamic Rule, the Character Length Settings, and the Illegal Character Replacement Settings. For details about this section, refer to Advanced Options.
Click Save to save the profile or click Save As and enter a profile name to save it as new profile. Select Save and replace existing profile to replace the original profile.
Migration Options
Migration options allow you to configure which content settings and security settings can be migrated. Set up a Migration Options Sub-Profile by the following steps.
From the Home tab, click Profile Settings in the Profile Manager group. The Profile Settings tab appears.
From the Profile Settings tab, select Online Mode in the Plan Mode group. Click Migration Options on the left-hand pane.
In the Sub-profile group, click Edit Sub-profile to make the Migration Options field active. From the Profile Settings tab, under the Profile/Sub-profile group, click New.
Enter a sub-profile name in the pop-up window and click OK.
Click the Content tab to configure common settings for this Migration Options. You can configure the following settings:
• Document Format Option – Defines the document type that the Lotus Notes document will be converted to after the migration. Select the Convert Lotus Notes documents to checkbox and select a document format from the drop-down list. You can choose one of the following types to convert the Lotus Notes document to: .docx, .doc, InfoPath, pdf,
32
DocAve 6: Lotus Notes Migrator
.aspx, html, and .msg. If you choose a library as the destination node, the converted document will be generated in the library as a file. If you choose a list as the destination node, the converted document will be added as an attachment of the item that is generated from the Lotus Notes document.If you deselect the Convert Lotus Notes documents to checkbox, the Lotus Notes document will generate an item only after the migration.
*Note: DocAve supports converting Lotus Notes documents to Microsoft Office InfoPath. You need configure Generate InfoPath Mapping and Publish InfoPath Template by Migrator Tool. If you select InfoPath, make sure that you have generated the InfoPath mapping and published the InfoPath template by Migrator Tool.
*Note: If you select msg, make sure Microsoft Outlook has been installed in the destination environment.
• Create Folders by Field Values – Classifies items generated from Lotus Notes documents in a list by putting these items into folders named by specific field values. Select the Migrate Lotus Notes documents into folders named by field values checkbox and then enter a field name in the text box. If the source field values contain any separator, enter the separator in the text box, and choose the folder structure, Nested or Parallel. By default, the separator \ is provided. For example, the field values is “A\B” and you entered \ as the separator. If you choose to create nested folders, a folder B is created under folder A. If you choose to create parallel folders, a folder A and folder B are created in the same level.
• Item Number Limitation – Limits the number of items in a SharePoint list or library. Select the Create multiple lists/libraries during migration when the number of list/library items exceeds checkbox. The default number is 5000. You can change the number to decide how many items a list or library can contain. If you select this option, additional lists or libraries are created when the number of items in a list or library exceeds the limit. A numerical suffix (1, 2, 3…) will be added to additional lists’ or libraries’ name.
• Image Option – Normally if you select a list as the destination, embedded images in Lotus Notes documents are added as attachments to the items that are generated from Notes documents. If you select a document library as the destination, embedded images in Lotus Notes documents are migrated to the document library, along with the items that are generated from Notes documents. To extract the embedded images from the list or document library and to collect them in a SharePoint picture library, select the Extract embedded images into Picture Library checkbox. Lotus Notes Picture Library is provided as the default name of the picture library. You can customize this name. • Link Tracking Option – Select this option to prevent broken links. Links are broken when
the source DocLinks are migrated to the destination, but the objects that the DocLink points to are not migrated to the destination. When you select the Redirect to the Lotus Notes Link Tracking Page for the DocLinks pointing to a migrated object checkbox, the DocLinks that point to the migrated objects are directed to the Link Tracking Page, which will redirect to the objects in SharePoint. If this option is deselected, the DocLinks
33
DocAve 6: Lotus Notes Migrator
that point to a successfully migrated object are directed to the destination object URLs in SharePoint. When the DocLinks point to objects that are not migrated to the
destination, regardless of which option is selected, the viewer is directed to the Link Tracking Page.
*Note: To select this option, make sure that you have deployed the
SP2010LotusNotesLinkTracking Solution or the SP2013LotusNotesLinkTracking Solution in Control Panel > Solution Manager.
• View Migration Option – Select the Migrate view checkbox to migrate Lotus Notes views to SharePoint views. The view mappings configured in the DocAve Migrator Tool will take effect during the migration. For more information about how to configure view mappings, refer to the DocAve 6 Supplementary Tools User Guide.
If enabled, choose one of the following conflict resolution methods, which determines how DocAve handles naming conflicts between the source and destination views:
Skip – The source view will be skipped and the destination view will be kept. Append – The source view will be migrated to the destination by adding a suffix (1, 2,…, increasing in numerical value) at the end of the view name.
• Lotus Notes Attachment Migration Option – Places Lotus Notes document attachments in a separated SharePoint document library. Select the Migrate attachment to a
separated Document Library checkbox. Lotus Notes Attachment Library is provided as the default name of the destination document library. You can also customize the name by entering a document library name in the text box.
*Note: This option only takes effect when the destination node is a Custom List, Discussion Board, Contacts, Calendar, or Wiki Page Library.
• Folder Creation Option (Only for migrating to a document library or a folder within a document library) – Classifies items generated from Lotus Notes documents in a
document library by putting items into folders generated by DocAve. Folders are named by the source subject. Select the Create folder for the migrated documents in
destination checkbox; the document, response, and response to response with the same subject will be migrated into the folder. With this option selected, you can also select the Migrate reply documents into sub-folder of main topic checkbox to migrate responses and response to responses into the sub-folders.
• Document Set Option (Only for migrating to document library or folder) – Migrates Lotus Notes documents to SharePoint document sets. Select the Migrate Lotus Notes documents to SharePoint Document Set checkbox; the property and security of the source data are kept during the migration. The attachments within the Lotus Notes documents are migrated to the document set within the document library, and you can manage the property and security in destination.
• Default List Template – Allows users to choose a default list template that will be used as the destination list template when you choose a site collection or a site as the destination node. Select a list template from the Default list template drop-down list.
34
DocAve 6: Lotus Notes Migrator
*Note: The list that you saved as template in SharePoint can be used as the default list template.Click the Security tab to configure the following security settings.
• User and Group – Select Migrate user and group to migrate the source Lotus Notes users and groups to SharePoint.
• Security – When the Migrate user and group checkbox is selected in the section above, you can also choose to migrate the security of the source users and groups.
• List Permission Inheritance (this section is only available when the Migrate security checkbox is selected in the section above) – Choose whether a list that is migrated from Lotus Notes database will inherit its parent site’s permissions in the destination. Choose Do not inherit parent site permission for a list to not inherit permissions of its parent site or choose Inherit parent site permission for a list to inherit permissions of its parent site.
• Item Permission Inheritance (this section is only available when the Migrate security checkbox is selected in the section above) – Choose whether an item that is migrated from Lotus Notes document will inherit its parent list permission in the destination. Choose Inherit parent list permission for an item to inherit permissions of its parent list or choose Keep source inheritance relationship for an item to keep the permission inheritance relationship in Lotus Notes.
Click Save to save the sub-profile. Alternatively, click Save As and enter a sub-profile name to save it as another profile. Select Save and replace existing sub-profile to replace the original profile. Otherwise, it is saved without removing the original profile.